Check-In: Alert Configuration

Overview

This page explains how to configure Certain Check-In to send alerts when selected attendees check in.

VIP alerts monitor VIPs when they check in.

All VIP alerts for the event are listed.

To add an alert, click Add New to start the Create VIP Alert wizard.

If you are new to this page, read the Create VIP Alert help topic as an introduction to VIP Alerts.

To edit an alert, click Edit in the Actions column for the row to show the Basic Configuration and Triggers sections described below.

To delete an alert, click Delete in the Actions column for the row.

Video: Check-In: Alerts Configuration (2 min)

Basic Configuration

Alert Name is required.
Alert Name identifies the alert.
Alerts are often named after the Attendee Type(s) watched.
Active From To is the date range during which check-ins may generate the alert.
The date format is mm/dd/yyyy in Pacific Time.
You can click to select a date in a calendar, or edit manually.

Triggers

A VIP Alert may have any number of Organizations and/or Attendee Types selected to watch; these selections restrict the list of attendees you can choose for the alert.

Organizations to Watch

Organizations to Watch is a list of the organizations selected in Step 2 of the Create VIP Alert wizard.
This option limits the list of attendees available to watch for alerts.
Change Choice of Organizations displays the list of all organizations on attendees' profile records, as shown in Step 2 ("Choose Organizations") of the Create VIP Alert wizard.
If any attendee types are selected, this list includes only organizations with attendees of that type.
To add an organization to the list for the alert, select its check box.
To remove an organization from the list, deselect its check box.

Attendee Types to Watch

Attendee Types to Watch is a list of the attendee types selected in Step 3 ("Choose Attendee Types") of the Create VIP Alert wizard.
This option limits the list of attendees available to watch for alerts.
Change Choice of Attendee Types displays the list of all attendee types assigned to attendees, as shown in Step 3 of the Create VIP Alert wizard.
If any organizations have been selected above, this list includes only the attendee types assigned to attendees from those organizations.
To add an attendee type to the list for the alert, select its check box.
To remove one from the list, deselect its check box.
An alert must have at least one Organization or Attendee Type selected, but does not have to have both.
The alert may have any number of either.

Attendees to Watch

Attendees to Watch is a list of the specific attendees selected in Step 4 ("Choose Specific Attendees") of the Create VIP Alert wizard.
When any of these attendees are checked in by Certain Check-In, an SMS alert will be sent to the relevant contact(s).
Change Choice of Specific Attendees displays the list of all attendees from the selected organization(s) or with the selected attendee type(s).
To add an attendee to the list for the alert, select the check box for that row.
To remove an attendee from the list, deselect the check box.

Contacts

Contacts is a list of the contacts to receive the alert, as set up in Step 5 ("Choose Contacts") of the Create VIP Alert wizard.
Clear All deletes all contacts for this alert.
Caution: You must then add at least one contact before you can save your changes.
To edit or add a contact:
Name – The contact's name.
Text-Enabled Phone – Select the country dialing code (default: United States (+1)), and enter the contact's phone number.
New Contact – Click to add an extra row in which to enter details of another contact. (Repeat as necessary, for more contacts.)